Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Building Products Industry Analysis

UpdatedMar 12, 2026
DataAggregated Company Financials
Companies49
  • 7D-4.8%
  • 3M3.9%
  • 1Y15.7%
  • YTDn/a

Over the last 7 days, the Building Products industry has dropped 4.8%, driven by pullbacks in Johnson Controls International and Trane Technologies of 3.6% and 2.8%, respectively. This takes the industry's 12 month performance to a gain of 16%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 12 Mar 2026US$392.0bUS$158.6bUS$11.9b21.2x32.9x2.5x
Sat, 07 Feb 2026US$418.0bUS$164.1bUS$11.7b22.9x35.7x2.5x
Mon, 05 Jan 2026US$374.6bUS$163.6bUS$11.6b19.5x32.4x2.3x
Wed, 03 Dec 2025US$375.0bUS$163.6bUS$11.2b19.5x33.3x2.3x
Fri, 31 Oct 2025US$387.0bUS$160.7bUS$12.5b19.4x31.1x2.4x
Sun, 28 Sep 2025US$383.4bUS$160.9bUS$12.5b21.8x30.6x2.4x
Tue, 26 Aug 2025US$402.1bUS$160.7bUS$12.9b23.3x31.3x2.5x
Thu, 24 Jul 2025US$412.7bUS$162.0bUS$14.1b21.4x29.3x2.5x
Sat, 21 Jun 2025US$386.0bUS$163.5bUS$14.0b19.8x27.5x2.4x
Mon, 19 May 2025US$408.2bUS$163.4bUS$14.0b22.2x29.1x2.5x
Wed, 16 Apr 2025US$348.2bUS$162.6bUS$13.4b18.9x26x2.1x
Fri, 14 Mar 2025US$354.1bUS$162.7bUS$13.4b18.8x26.4x2.2x
Sun, 09 Feb 2025US$386.3bUS$164.4bUS$14.5b19.8x26.6x2.3x
Tue, 07 Jan 2025US$392.3bUS$163.6bUS$14.3b20.9x27.4x2.4x
Thu, 05 Dec 2024US$433.0bUS$162.3bUS$14.3b23x30.3x2.7x
Sat, 02 Nov 2024US$401.7bUS$166.0bUS$14.8b21.6x27.1x2.4x
Mon, 30 Sep 2024US$423.3bUS$164.3bUS$16.4b22.8x25.8x2.6x
Wed, 28 Aug 2024US$392.4bUS$164.4bUS$16.4b21.1x23.9x2.4x
Fri, 26 Jul 2024US$374.5bUS$163.0bUS$14.3b21.3x26.1x2.3x
Sun, 23 Jun 2024US$368.1bUS$162.7bUS$14.3b20.7x25.8x2.3x
Tue, 21 May 2024US$377.3bUS$163.8bUS$14.4b21.2x26.3x2.3x
Thu, 18 Apr 2024US$355.1bUS$165.2bUS$14.7b22.7x24.1x2.1x
Sat, 16 Mar 2024US$365.1bUS$166.7bUS$14.8b23.3x24.6x2.2x
Mon, 12 Feb 2024US$350.1bUS$168.2bUS$14.9b21x23.5x2.1x
Wed, 10 Jan 2024US$332.4bUS$175.3bUS$14.8b20.4x22.5x1.9x
Fri, 08 Dec 2023US$307.2bUS$175.2bUS$15.0b18.1x20.5x1.8x
Sun, 05 Nov 2023US$283.3bUS$175.6bUS$14.1b17.2x20x1.6x
Tue, 03 Oct 2023US$272.4bUS$171.9bUS$14.8b16.5x18.4x1.6x
Thu, 31 Aug 2023US$289.8bUS$171.9bUS$14.8b17.6x19.5x1.7x
Sat, 29 Jul 2023US$296.1bUS$174.7bUS$14.8b17.2x20x1.7x
Mon, 26 Jun 2023US$269.8bUS$174.0bUS$15.2b15.9x17.7x1.6x
Wed, 24 May 2023US$244.8bUS$174.0bUS$15.2b14.5x16.1x1.4x
Fri, 21 Apr 2023US$245.6bUS$175.5bUS$16.6b14.2x14.8x1.4x
Sun, 19 Mar 2023US$234.8bUS$175.5bUS$16.7b13.2x14.1x1.3x
Price to Earnings Ratio

14.1x


Total Market Cap: US$234.8bTotal Earnings: US$16.7bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.3x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.9x which is higher than its 3-year average PE of 25.3x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-1.47%
Industrials-3.72%
Building-4.81%
Building Products-4.81%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BNC CEA IndustriesUS$3.761.9%
+US$3.1m		-57.2%PE0.6x
ILAG Intelligent Living Application GroupUS$2.6213.9%
+US$664.6k		-41.7%PS1x
WXM WF InternationalUS$0.5115.7%
+US$597.4k		n/aPS0.3x
APT Alpha Pro TechUS$5.330.8%
+US$414.4k		5.1%PE15x
JCTC Jewett-Cameron TradingUS$1.825.8%
+US$352.0k		-55.7%PS0.2x

Latest News

CARR
US$58.69
Carrier Global
7D
-3.9%
1Y
-10.3%

CARR: Data Center Cooling And AI Tools Will Support Future Upside

Carrier Global's analyst price target has inched higher to about $71.80 from roughly $71.66 as analysts factor in a slightly lower discount rate and steady assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates on Carrier Global show a mix of optimism and caution, with several firms adjusting price targets in both directions and fine tuning expectations around execution and growth.
BNC
US$3.76
CEA Industries
7D
1.9%
1Y
-57.2%
ALLE
US$146.64
Allegion
7D
-6.4%
1Y
18.3%

ALLE: Margin Resilience And AI Orders Will Support 2026 Earnings

Analysts have trimmed their price target on Allegion to about $180 per share. This reflects a modest reset as they balance near term margin pressure in the Americas with ongoing margin resilience highlighted in recent research.
MAS
US$62.49
Masco
7D
-8.7%
1Y
-12.1%

MAS: Capital Returns Will Support Higher Earnings Power And Future Repricing

Analysts have nudged their price target on Masco higher to around $94, reflecting slightly firmer expectations for revenue, profit margins, and future P/E levels. Together, these factors support a modestly more optimistic view of the company’s earnings power.
JCI
US$134.99
Johnson Controls International
7D
-3.6%
1Y
71.6%

JCI: HVAC Supercycle Dependence Will Pressure Shares If Data Center Demand Shifts

Narrative Update The updated analyst view lifts the Johnson Controls International fair value estimate from about $82.49 to roughly $113.27. This reflects higher Street price targets that are supported by analyst expectations for stronger revenue growth, slightly improved profit margins, and a lower assumed future P/E multiple.
TT
US$432.42
Trane Technologies
7D
-2.8%
1Y
27.4%

TT: AI Efficiency, Data Center Demand And Dividends Will Support A Balanced Outlook

Analysts now set their price target for Trane Technologies at $394, up from about $389.79. This reflects updated views on slightly higher revenue growth expectations and a modest adjustment to margins and future P/E assumptions.
WMS
US$147.24
Advanced Drainage Systems
7D
-8.6%
1Y
34.2%

WMS: Buyback Expansion And Earnings Outlook Will Support Future Premium P E Profile

Our Analyst Price Target for Advanced Drainage Systems has been trimmed slightly by $0.80 to $197.20, even as analysts broadly lift their Street targets on the stock, supported by refreshed assumptions around discount rates, revenue growth, margins and future P/E multiples. Analyst Commentary Recent Street research has tilted more constructive on Advanced Drainage Systems, with several bullish analysts lifting their price targets by a wide range of dollar amounts while refining their assumptions for discount rates, revenue growth, margins and future P/E multiples.
LII
US$508.66
Lennox International
7D
-7.6%
1Y
-10.7%

LII: Higher Discount Rate And Margin Pressure Will Restrain Future Returns

Analysts have reduced their price target on Lennox International to $452.63 from $501.49, citing updated assumptions that include slightly higher revenue growth, a lower profit margin, a modestly lower future P/E, and a higher discount rate. What's in the News Lennox International issued earnings guidance for 2030, with expected revenue in a range of $6.5b to $7.5b.
CSL
US$352.99
Carlisle Companies
7D
-9.3%
1Y
7.1%

CSL: Steady Outlook Suggests Buybacks And Acquisitions Will Shape Future Returns

Analysts have kept their Carlisle Companies price target steady at $389.75, reflecting only small tweaks to assumptions such as discount rate, profit margin and future P/E rather than a change in their overall view of the stock. What's in the News Carlisle Companies issued earnings guidance for 2026, expecting consolidated revenue to be up by a low single digit percentage year over year.
WXM
US$0.51
WF International
7D
15.7%
1Y
n/a
JCTC
US$1.82
Jewett-Cameron Trading
7D
5.8%
1Y
-55.7%
ILAG
US$2.62
Intelligent Living Application Group
7D
13.9%
1Y
-41.7%
APT
US$5.33
Alpha Pro Tech
7D
0.8%
1Y
5.1%